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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,433 | $135,645+50.7% | $110,243+85.4% | $135,380+51.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.49% | 513.24%-521.7pp | 314.76%-323.3pp | 519.81%-528.3pp |
| Employer contribution / active EE | $8,717 | $4,907+77.7% | $3,827+127.8% | $4,779+82.4% |
| Participant deferral / active EE | $19,025 | $5,507+245.5% | $4,672+307.2% | $5,609+239.2% |
| Admin fee / account holder | $748 | $11,458-93.5% | $8,548-91.2% | $10,828-93.1% |